First American Trust’s Vanguard Utilities ETF VPU Stock Holding History

First American Trust’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$200K	Buy	1,024 +3	+0.3%	+$588	0.01%	292
2026 Q1	$202K	Buy	+1,021	New	+$198K	0.01%	271

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First American Trust's VPU Position: Q2 2026 in Review

First American Trust increased its Vanguard Utilities ETF (VPU) stake by 0.29% in Q2 2026, buying an estimated $588 and bringing the position to 1,024 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #292.

First American Trust first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $202K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

First American Trust held 1,024 shares of Vanguard Utilities ETF worth $200K as of Q2 2026.
First American Trust bought 3 Vanguard Utilities ETF shares in Q2 2026, an estimated $588.
Vanguard Utilities ETF made up 0.01% of First American Trust's portfolio in Q2 2026, its #292 holding.
First American Trust first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
First American Trust's Vanguard Utilities ETF position peaked at $202K in Q1 2026.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.